FWCM

First Western Capital Management Portfolio holdings

AUM $4.71M
1-Year Est. Return 11.17%
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$2.95M
4
MSFT icon
Microsoft
MSFT
+$2.59M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$3.01M
2
+$2.34M
3
+$2.22M
4
WFC icon
Wells Fargo
WFC
+$1.66M
5
BIIB icon
Biogen
BIIB
+$1.63M

Sector Composition

1 Healthcare 20.13%
2 Technology 15.97%
3 Consumer Discretionary 11.93%
4 Financials 9.5%
5 Real Estate 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.33%
42,734
-150
27
$4.18M 1.31%
45,027
-19
28
$4.18M 1.31%
12,275
-3,595
29
$4.11M 1.28%
91,462
+528
30
$4.1M 1.28%
102,424
+5,388
31
$3.86M 1.21%
140,553
+355
32
$3.85M 1.2%
131,064
+7,464
33
$3.85M 1.2%
137,995
-7,090
34
$3.71M 1.16%
38,561
+267
35
$3.62M 1.13%
107,080
+7,540
36
$3.58M 1.12%
34,111
-185
37
$3.57M 1.12%
30,364
-927
38
$3.56M 1.11%
53,721
+190
39
$3.55M 1.11%
59,203
-7,000
40
$3.52M 1.1%
96,417
+468
41
$3.46M 1.08%
21,433
-25
42
$3.44M 1.07%
17,431
-114
43
$3.33M 1.04%
91,965
-31,027
44
$3.32M 1.04%
56,081
+4,245
45
$3.1M 0.97%
5,713
-169
46
$3.08M 0.96%
46,642
-14
47
$3.07M 0.96%
+23,189
48
$3.05M 0.95%
+78,380
49
$2.95M 0.92%
+21,483
50
$2.9M 0.9%
15,650
+1,955
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2
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